CCM
FFWM

Cadence Capital Management’s First Foundation Inc FFWM Stock Holding History

Cadence Capital Management’s Portfolio FFWM Stock Details FFWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-121,569
Closed -$2.25M – 673
2018
Q2 		$2.25M Buy
121,569
+13,349
+12% +$253K 0.13% 200
2018
Q1 		$2.01M Buy
108,220
+1,473
+1% +$27.6K 0.13% 192
2017
Q4 		$1.98M Buy
106,747
+9,822
+10% +$181K 0.13% 192
2017
Q3 		$1.73M Buy
96,925
+4,661
+5% +$79K 0.11% 228
2017
Q2 		$1.52M Buy
92,264
+4,966
+6% +$79.1K 0.11% 243
2017
Q1 		$1.35M Buy
87,298
+3,650
+4% +$55.9K 0.09% 253
2016
Q4 		$1.19M Buy
83,648
+2,014
+2% +$26.8K 0.08% 304
2016
Q3 		$1.01M Sell
81,634
-578
-0.7% -$6.89K 0.07% 307
2016
Q2 		$884K Buy
82,212
+12,838
+19% +$142K 0.07% 317
2016
Q1 		$778K Hold
69,374
– – 0.05% 365
2015
Q4 		$818K Buy
+69,374
New +$809K 0.05% 357

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
EM
Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

Cadence Capital Management's FFWM Position: Q3 2018 in Review

Cadence Capital Management sold out of First Foundation Inc (FFWM) in Q3 2018, closing a stake of 121,569 shares — an estimated $2.25M sold.

Cadence Capital Management first reported a position in FFWM in Q4 2015 and held it in 11 quarters. The position peaked at $2.25M in Q2 2018. 94 funds tracked by Wall St. Rank hold FFWM as of Q3 2018.

  • Cadence Capital Management reported no remaining First Foundation Inc position as of Q3 2018 after selling out during the quarter.
  • Cadence Capital Management sold 121,569 First Foundation Inc shares in Q3 2018, an estimated $2.25M.
  • Cadence Capital Management first reported a position in First Foundation Inc in Q4 2015 and held it in 11 quarters.
  • Cadence Capital Management's First Foundation Inc position peaked at $2.25M in Q2 2018.
  • 94 funds tracked by Wall St. Rank held First Foundation Inc as of Q3 2018.

Based on Cadence Capital Management's 13F filing for Q3 2018, filed 2 Nov 2018.